ZipRecruiter

Log In

1

Client Account Associate Jobs in Raleigh, NC (NOW HIRING)

Addison Group

Account Manager

Durham, NC · On-site

$65K - $70K/yr

Account Manager Location (city, state): Durham, NC Industry: Landscaping / Construction Services ... Associate's degree in business or related field, or equivalent work experience. * Strong client ...

Addison Group

Account Manager

Durham, NC · On-site

$65K - $70K/yr

Account Manager Location (city, state): Durham, NC Industry: Landscaping / Construction Services ... Associate's degree in business or related field, or equivalent work experience. * Strong client ...

Addison Group

Account Manager

Durham, NC · On-site

$65K - $70K/yr

Account Manager Location (city, state): Durham, NC Industry: Landscaping / Construction Services ... Associate's degree in business or related field, or equivalent work experience. * Strong client ...

Addison Group

Account Manager

Durham, NC · On-site

$65K - $70K/yr

Account Manager Location (city, state): Durham, NC Industry: Landscaping / Construction Services ... Associate's degree in business or related field, or equivalent work experience. * Strong client ...

Addison Group

Account Manager

Durham, NC · On-site

$65K - $70K/yr

Account Manager Location (city, state): Durham, NC Industry: Landscaping / Construction Services ... Associate's degree in business or related field, or equivalent work experience. * Strong client ...

next page

Showing results 1-20

All JobsClient Account Associate JobsClient Account Associate Jobs in Raleigh, NC

Client Account Associate information

See Raleigh, NC salary details

$28.7K

$55.2K

$75.8K

How much do client account associate jobs pay per year?

As of Jul 20, 2026, the average yearly pay for client account associate in Raleigh, NC is $55,228.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $62,700.00 per year, depending on experience, location, and employer.

What does a client associate do at J.P. Morgan?

A client associate at J.P. Morgan supports client service operations by managing account documentation, processing transactions, and assisting with client inquiries. They often work with financial tools and must have strong communication and organizational skills to ensure efficient service delivery.

How does a Client Account Associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

What do you need to be a client associate?

To be a client account associate, candidates typically need a high school diploma or equivalent, strong communication and customer service skills, and proficiency with computer software such as Microsoft Office. Some roles may require relevant experience in finance, sales, or account management, and familiarity with customer relationship management (CRM) tools is often beneficial.

What are the key skills and qualifications needed to thrive as a Client Account Associate, and why are they important?

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

What is the work of an account associate?

A Client Account Associate is responsible for managing client accounts, providing support, and ensuring customer satisfaction. They handle communication, process transactions, and may use customer relationship management (CRM) tools to track interactions and account details.

What is the difference between Client Account Associate vs Customer Service Representative?

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.
What are the most commonly searched types of Client Account jobs in Raleigh, NC? The most popular types of Client Account jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Client Account Associate jobs? Cities near Raleigh, NC with the most Client Account Associate job openings:
Client Account Associate jobs near you
Account Manager Associate - Commercial Lines

Account Manager Associate - Commercial Lines

Insurance Office of America

Raleigh, NC

$55K - $65K/yr

Full-time

Medical, Retirement

Posted 2 days ago

New

Insurance Office Of America rating

8.9

Company rating: 8.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

44th of 281 rated insurance

Job description

Description

Job Description:

Title: Account Manager Associate - Commercial Lines 

Work Mode: Fully remote for candidates able to work EST/CST schedule | Location/Supporting: Atlanta, GA office | Book Focus: General Book 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 

About the Role: Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity. 

 
Key Responsibilities: 

  • Technical Competence: Maintain technical competence and industry expertise. 

  • Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate. 

  • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. 

  • Policy Management: Manage policy expirations and renewals. 

  • Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. 

  • Task Processing: Process tasks accurately and within required timeframes. 

  • Contract Review: Assist in reviewing contracts to ensure proper coverages are included. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

Ideal Candidate Qualifications: 

  • 7+ years of customer service experience in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active licensing; professional designation preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 
     

What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $55,000 to $65,000 per year, depending on experience, relevant skills, and geographic location

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

What Insurance Office Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply